Welcome to the latest edition of our newsletter!

This edition discusses things that matter to you and your loved ones. We discuss the importance of estate planning and highlight the need for a durable power of attorney. I'll break down why having the right paperwork is a game-changer. Plus, it's your final opportunity to sign up for our Social Security Retirement Planning workshop, where we'll help you understand and plan for a secure financial future. Don't miss out—join us!

MONEY, MONEY, MONEY

If There’s So Much Of It,

Why’s It So Hard To Get? Or Keep?

Americans save billions of dollars every year. About 400 billion dollars. Americans receive gifts and inheritances worth billions of dollars every year. About 400 billion dollars. Says who? Says the Federal Reserve Board of Governors. Don’t believe me, look it up:

Last Chance! Sign up now or miss out!

Free LifePlan Workshop - Portage - Thursday, November 16, 2 PM and 6 PM

Free LifePlan Workshop - Grand Rapids - Tuesday, November 21, 2 PM and 6 PM

Free LifePlan Workshop - Holland - Thursday, November 30, 11 AM and 2 PM

LAST CHANCE TO REGISTER:

Visiting Expert Series:

Social Security Retirement Planning

THURSDAY, NOVEMBER 16 | 5:00 PM

📍 4965 East Beltline Ave. NE,

Grand Rapids, MI 49525

Articles

The Importance of Having a Durable Power of Attorney

As we age, we face increasing health and financial uncertainties. One way to prepare for the unknown is by designating a Durable Power of Attorney (POA).

Medical Decisions: A POA allows someone you trust to make health-related decisions on your behalf should you become incapacitated.

Answering the hard questions

Today: Doing the right thing the wrong way

is STILL WRONG!

Doing right ain't enough - do it the right way! 📝 Elder law attorney David Carrier explains why proper documentation is key, even when your intentions are good.